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Angela L Moore

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

1243 Canton St, Roswell, GA, 30075

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angela works as a client associate at Canton Wealth Partners, performing registered representative activities through Kestra Investment Services. This role involves client services and takes up Angela's full-time.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
October 2022 - Present · 3 yrs 4 mos
Kestra Investment Services, LLC
October 2022 - Present · 3 yrs 4 mos
Kestra Investment Services, LLCBroker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2009 - October 2022 · 12 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - October 2022 · 17 yrs 2 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHPASCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela L Moore - Financial Advisor | TrueAdvisor